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Market strategist Sandip Sabharwal sees selective consumption opportunities despite uneven market participation, favoring steady FMCG names like Dabur and Godrej Consumer, alongside niche plays like Wonderla Holidays. He believes inflation data supports an RBI rate cut, though external commentary on the rupee may lead to caution.
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News and Media
The rupees slide past 90 marks the latest phase in a four-decade depreciation driven by weak flows, record trade deficits, and persistent importer demand. With FPIs selling aggressively, FDI turning negative, and hedging pressures rising, the RBI is easing volatility even as structural vulnerabilities keep the currency under strain.
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News and Media
Despite Nifty's record highs, market sentiment has cooled due to weak broader participation. Expert Sandip Sabharwal highlights relentless foreign selling and a massive IPO pipeline absorbing domestic liquidity as key drivers. While foreign investors are exiting the secondary market, they are investing in IPOs.
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Inox Wind Ltd. A small mid-cap pick by Axis Securities combines a turnaround-driven recovery, improving finances and order book strength, making it a compelling call with potential upside of 43%.
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News and Media
Market expert Mayuresh Joshi advocates for selective investments in banking, infrastructure, and paint sectors. He favors ICICI Bank, SBI, and Bank of Maharashtra, while seeing potential in cement players as proxies for infrastructure growth. Joshi also recommends holding Asian Paints due to strong fundamentals and market expansion opportunities.
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News and Media